How recordkeeping works Read Transcript Open new window Transcript of the video: How recordkeeping works (advisor) Keeping track of your clients’ charitable giving is easy—all the records you need are online and accessible anytime. After logging in to Schwab Charitable Center, you can find grant and contribution histories under Transactions. Within Grant History, you can check the status of a grant and even see whether a check has cleared. Want to analyze your client’s charitable grants? Just use the Export function. The contribution history provides important insight during tax season, plus copies of grant award letters and contribution acknowledgements. You’ll also find recent annual summary letters under the Documents tab. Any time you have questions, feel free to contact us or your regional relationship manager.